Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $819,402 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $161,868 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 11 · EIN 13-4008324 | Actuarial | $60,561 |
GIMBEL ABRAMS & SINGER5+ years Service code 10 · EIN 36-3663184 | Accounting | $10,230 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 11.29% | 17.70%-6.4pp | 13.48%-2.2pp | 53.27%-42.0pp |
| Employer contribution / active EE | $45,848 | $40,511+13.2% | $47,067-2.6% | $14,774+210.3% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |